---
title: "Create a pipeline"
slug: "create-a-pipeline"
updated: 2026-06-01T16:09:21Z
published: 2026-06-01T16:09:21Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a pipeline

Create pipelines to do more with data in Quickbase. You can do things like connect to other pipelines, cloud-based software, or connect data between third-party tools.

On the My pipelines page, you have the option to:

- Create a pipeline with AI
- Start from a template
- Do it yourself

Pipelines are made up of:

- **Pipeline**—the overall workflow that is defined and automated by builders
  - **Channel**—service or platform, such as Quickbase or an email app
    - **Step**—an event in a channel or task that a channel can perform

Pipelines run in different ways:

- **Triggered**—started by a specific event in real-time
- **Scheduled**—runs on a set schedule
- **Manual**—runs when someone clicks the **Run** button

We recommend designing before you start building. Usually, because you have a workflow you're automating, this doesn't take too long.

Learn more about [planning your pipeline](/v1/docs/planning-your-pipeline).

## Open pipelines

> [!NOTE]
> Note
> 
> Not everyone has access to pipelines. Account admins manage who can create pipelines. Learn more about [managing who can build pipelines](/v1/docs/managing-who-can-build-pipelines).

To start creating your pipeline: ![Navigating to the Pipelines page from the global navigation menu](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/38521944948372.png)

1. Open the global navigation menu.
2. Go to **Pipelines**.

On the My pipelines page, you have the option to: ![The My pipelines page, where you can create a pipeline, generate a pipeline with AI, import, or start from a template](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/38521968041492.png)

- Generate a pipeline with AI Describe a workflow to automate, and then select **Send**. This generates a pipeline and opens the designer.
- Start from a template Select a template that matches your goal. This opens the designer with pipeline steps already added and ready for you to configure.
- Import a pipeline Enter the YAML of an existing pipeline to import it.
- Start from scratch Add your own steps to a blank canvas.

To start from scratch:

1. Select **Create pipeline**. This creates a new pipeline and opens the Pipelines Designer.
2. Select the **Add step** button to start defining what your pipeline does. Steps, in a pipeline, are like actions. Learn more about [pipeline basics](/v1/docs/about-pipelines).